Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favourite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/37n1iiS   - 
Today we take a look at the optimistic start to the week after a weak close on Friday, talk the ongoing earnings season - especially interesting plans from IBM as it reports today, discuss AUD downside potential, and look at the importance of US stimulus prospects. We also have a a look at the latest shifts in commodities positioning. Today with Peter Garnry on equities, Ole Hansen on equities, and John J. Hardy on FX.

October 19, 2020 - Earnings season revs up, stimulus question remains

Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favourite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/3jisy4q   - 
Today we look at a very disappointing session in the US yesterday with the narrative tough to extract as the status of stimulus remains tense and uncertain and in Europe, Covid shutdowns may see a widening impact on confidence. Also today, a look at key earnings stories, AUD and GBP weakness, the latest on grains and much more. Today with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy on FX.

October 20, 2020 - A disappointing session - stimulus or Covid concerns?

Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favourite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/2TbYRYn  - 
Today we look at rising US yields and the important implications, run down the weakening US dollar and the pronounced Chinese yuan strength. A look as well at the weak Netflix earnings report, the anti-trust suit against Alphabet, higher copper prices and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

October 21, 2020 - US yields spike, Alphabet anti-trust, why the strong CNY

Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favourite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/35oQP3Q   - 
Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla and Snap earnings as both companies smashed it out of the park in Q3. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

October 22, 2020 - JPY wakes up, US market at pivotal levels, TSLA smashes it out of the park

Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favorite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/35oQP3Q    - 
Today we look at a nervy US session as stimulus uncertainty remains and on unsettling accusations of US election meddling. In FX, sterling and the yen caught fire yesterday as the US dollar remains weak. For commodities, we look at the longer term outlook and in equities, we talk Tesla and Snap earnings as both companies smashed it out of the park in Q3. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

October 23, 2020 - Intel dives after hours, US yields in focus, hedging US election in FX

Dear listeners: we are ending our presence on SoundCloud at the end of October, 2020, but will continue to deliver the podcast via your favorite podcast app as we already have been doing for more than a year. Please find and subscribe to the Saxo Market Call there - whether on Apple podcasts, Spotify, etc.

Today's slide deck: https://bit.ly/3ml8Qab  - 
Markets are in a nervous state as odds shift back and forth on the likelihood of a clean sweep by the Democrats at next Tuesday's US election, the macro event of the year. In the meantime, we have plenty of earnings reports to distract, with a monumental haul of mega-caps up on Wednesday. Today we also have a look at grains and oil and poor SAP outlook taking down the German DAX index in today's trade. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

October 26, 2020 - Earnings reports galore ahead of Election Day next Tuesday

We have uploaded today's podcast here - but Friday will be our last upload to SoundCloud as we focus on delivering the podcast via your favourite podcast app/podcatcher (Apple Podcasts, Spotify, Google, etc..)
To find the podcast, just search for Saxo Market Call on your preferred podcast app.
 
Today's slide deck: https://bit.ly/2HBkFtJ

October 27, 2020 - Friday is our last day of uploading podcast here

We have uploaded today's podcast here - but Friday will be our last upload to SoundCloud as we focus on delivering the podcast via your favourite podcast app/podcatcher (Apple Podcasts, Spotify, Google, etc..)

To find the podcast, just search for Saxo Market Call on your preferred podcast app.

October 28, 2020 - Find the Saxo Market Call on your favourite Podcast app

The Saxo Market Call podcast has moved to the standard podcast universe - please find it on your favourite podcast app / podcatcher. Today's episode uploaded here and tomorrow will be last episode we upload here.
Web page for our podcast at our podcast host Podbean: https://saxostrats.podbean.com/

October 29, 2020 - Saxo Market Call has moved

The Saxo Market Call lives on here: https://saxostrats.podbean.com/
Today's episode (with link to slide deck)is here: https://bit.ly/34DaDRT

You can subscribe to the Saxo Market Call on your favorite podcatcher / podcast app.

October 30, 2020 - this is the last episode we will upload here

The Saxo Market Call podcast has moved to the standard podcast universe - find us on your favorite podcast app, or at https://saxostrats.podbean.com   You can follow us on Twitter @saxomarketcall  Thanks for listening!

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